Raptor Document Warehouse
  • Welcome
  • 🦖Raptor Document Warehouse
    • User guide
      • The layout of document warehouse
      • Tenant settings
      • Uploading files
      • Mail a file
      • Search for a file
    • Configuration
      • Security
      • Users
      • Fields
      • Templates
      • Taxonomy
      • External Systems
      • Jobs
        • D365-FO Sync Job
        • SQL Sync Job
      • Document triggers
      • Storage providers
      • Entity Configuration
  • 🔗Integrations
    • D365 Finance & Operations
      • 9A Raptor DWH Parameters
        • General
        • Document management
        • Output management
        • E-Platform management
      • Document Management
        • Security & permissions
        • Feature flags
        • Standard document management
      • Input Management
      • Output Management
      • Process Management
      • Inquiries and reports
      • Troubleshooting
    • D365 Customer Engagement
      • Set up Raptor credentials
      • Sync Taxonomy
      • Output Management
      • Raptor Users
      • Record merging
    • D365 Business Central
      • Installation of Raptor in BC
      • Configuration Raptor - BC
      • How to load the kickstart
      • 9A Raptor Pages in BC
      • Input Management
      • Document Sending Profiles
  • 🐦EDI
    • E-Platform
      • Concepts
      • Babelway & Peppol
      • Best Practices
      • Security / Authentication
      • Deep Dives
        • About Transformations
        • Kofax integration
  • 👨‍💻developers
    • API starting guide
    • Embedding Raptor
    • D365 Finance & Operations
      • Document Management
      • Output Management
      • Input Management
      • Process Management
    • SharePoint Storage Provider
  • 🚀Releases
    • Raptor Document Warehouse
    • D365 Finance & Operations
Powered by GitBook
On this page
  1. Integrations
  2. D365 Business Central

Document Sending Profiles

PreviousInput ManagementNextE-Platform

Last updated 2 months ago

Use document sending profiles when using the send on mail action.

1) Create a profile that is linked to raptor

  • Go to the document sending profile - page

  • Create a profile where the Raptor field is set to 'Yes'. This ensures that the document is automatically linked to Raptor before the email is sent.

2) Link the profile to your entity (customer or vendor)

  • Apply the profile for every customer and vendor you wish on their respective cards

  • Or set the RAPTOR-profile as the default on the document sending profile - card

3) Send the document

  • All the settings from the document sending profile are copied.

🔗